Abstract

The differences in the roller diameters within a roller bearing are unavoidable in practice, which is known as the off-sized effect. The off-sized effect results in the dynamic variation of the load distribution in bearings and further the abnormal vibration and premature failure of bearings. This paper experimentally investigates the effect of off-sized rollers on the dynamic load distribution in a cylindrical roller bearing. Different configurations of off-sized rollers are given considering the oversized and undersized roller conditions, and the number and position of off-sized rollers. The real-time roller-raceway contact loads distributed in the bearing are measured under these test cases. The results show that a single off-sized roller leads to the loading change directly on itself and further the load rebalances among the adjacent rollers. Under the conditions of multiple off-sized rollers, a stack effect of the competition rule of roller loading dominates the variation range of the dynamic load distribution. As results of the stack effect, among all roller configurations, the configuration of multiple off-sized rollers adjacent to each other leads to the minimum range of the dynamic load distribution, while the configuration of two off-sized rollers separated by a regular roller leads to the maximum one.

References

1.
Hou
,
Y.
,
Wang
,
X.
,
Sun
,
S.
,
Que
,
H.
,
Guo
,
R.
,
Lin
,
X.
,
Jin
,
S.
,
Wu
,
C.
,
Zhou
,
Y.
, and
Liu
,
X.
,
2023
, “
Measured Load Spectra of the Bearing in High-Speed Train Gearbox Under Different Gear Meshing Conditions
,”
Railway Eng. Sci.
,
31
(
1
), pp.
37
51
.
2.
Keller
,
J.
,
Guo
,
Y.
,
Zhang
,
Z.
, and
Lucas
,
D.
,
2018
, “
Comparison of Planetary Bearing Load-Sharing Characteristics in Wind Turbine Gearboxes
,”
Wind Energy Sci.
,
3
(
2
), pp.
947
960
.
3.
Wang
,
Z.
,
Cheng
,
Y.
,
Allen
,
P.
,
Yin
,
Z.
,
Zou
,
D.
, and
Zhang
,
W.
,
2020
, “
Analysis of Vibration and Temperature on the Axle Box Bearing of a High-Speed Train
,”
Veh. Syst. Dyn.
,
58
(
10
), pp.
1605
1628
.
4.
Liu
,
J.
, and
Shao
,
Y.
,
2018
, “
An Analytical Dynamic Model of a Hollow Cylindrical Roller Bearing
,”
ASME J. Tribol.
,
140
(
6
), p.
061403
.
5.
Yang
,
D.
, and
Wang
,
X.
,
2022
, “
Time-Varying Stiffness Analysis of Double-Row Tapered Roller Bearing Based on the Mapping Structure of Bearing Stiffness Matrix
,”
Acta Mech. Sin.
,
38
(
11
), p.
522030
.
6.
Jáuregui-Correa
,
J. C.
, and
Gómez-Loenzo
,
R. A.
,
2021
, “
The Effect of Roller-Bearing Stiffness on the Machining Process Stability
,”
Int. J. Adv. Manuf. Technol.
,
114
(
7–8
), pp.
2527
2547
.
7.
Wang
,
Z.
,
Song
,
J.
,
Li
,
X.
, and
Yu
,
Q.
,
2022
, “
Modeling and Dynamic Analysis of Cylindrical Roller Bearings Under Combined Radial and Axial Loads
,”
ASME J. Tribol.
,
144
(
12
), p.
121203
.
8.
Song
,
C.
,
Bai
,
H.
,
Zhu
,
C.
,
Wang
,
Y.
,
Feng
,
Z.
, and
Wang
,
Y.
,
2021
, “
Computational Investigation of Off-Sized Bearing Rollers on Dynamics for Hypoid Gear-Shaft-Bearing Coupled System
,”
Mech. Mach. Theory
,
156
, p.
104177
.
9.
Srinivasan
,
V.
,
2007
, “
Computational Metrology for the Design and Manufacture of Product Geometry: A Classification and Synthesis
,”
ASME J. Comput. Inf. Sci. Eng.
,
7
(
1
), pp.
3
9
.
10.
Liu
,
Y.
,
Kang
,
W.
,
Zhu
,
Y.
,
Yan
,
K.
, and
Hong
,
J.
,
2020
, “
Effects of Defect on Roller-Raceway Contact State and Friction Torque of Tapered Roller Bearings
,”
ASME J. Tribol.
,
142
(
11
), p.
111501
.
11.
Qiu
,
L.
,
Liu
,
S.
,
Chen
,
X.
, and
Wang
,
Z.
,
2022
, “
Lubrication and Loading Characteristics of Cylindrical Roller Bearings With Misalignment and Roller Modifications
,”
Tribol. Int.
,
165
, p.
107291
.
12.
Tamura
,
A.
,
1968
, “
On the Vibrations Caused by Ball Diameter Differences in a Ball Bearing
,”
Bull. JSME
,
11
(
44
), pp.
229
234
.
13.
Meyer
,
L. D.
,
Ahlgren
,
F. F.
, and
Weighbrot
,
B.
,
1980
, “
An Analytic Model for Ball Bearing Vibrations to Predict Vibration Response to Distributed Defects
,”
ASME J. Mech. Des.
,
102
(
2
), pp.
205
210
.
14.
Yhland
,
E.
,
1992
, “
A Linear Theory of Vibrations Caused by Ball Bearings With Form Errors Operating at Moderate Speed
,”
ASME J. Tribol.
,
114
(
2
), pp.
348
359
.
15.
Harsha
,
S. P.
,
2004
, “
The Effect of Ball Size Variation on Nonlinear Vibrations Associated With Ball Bearings
,”
Proc. Inst. Mech. Eng. Part K J. Multi-Body Dyn.
,
218
(
4
), pp.
191
210
.
16.
Dong
,
H.
,
Zhang
,
K.
, and
Zhang
,
C.
,
2020
, “
A New Dynamic Model to Predict Vibration of Cylindrical Roller Bearings With Clearance and Off-Sized Roller Defects
,”
Mech. Mach. Sci.
,
79
, pp.
213
222
.
17.
Tong
,
V. C.
, and
Hong
,
S. W.
,
2017
, “
Study on the Stiffness and Fatigue Life of Tapered Roller Bearings With Roller Diameter Error
,”
Proc. Inst. Mech. Eng. Part J J. Eng. Tribol.
,
231
(
2
), pp.
176
188
.
18.
Ma
,
F.
,
Ji
,
P.
,
Li
,
Z.
,
Wu
,
B.
, and
An
,
Q.
,
2015
, “
Influences of Off-Sized Rollers on Mechanical Performance of Spherical Roller Bearings
,”
Proc. Inst. Mech. Eng. Part K J. Multi-Body Dyn.
,
229
(
4
), pp.
344
356
.
19.
Oswald
,
F. B.
,
Zaretsky
,
E. V.
, and
Poplawski
,
J. V.
,
2014
, “
Effect of Roller Geometry on Roller Bearing Load-Life Relation
,”
Tribol. Trans.
,
57
(
5
), pp.
928
938
.
20.
Harris
,
T. A.
, and
Kotzalas
,
M. N.
,
2007
,
Rolling Bearing Analysis: Essential Concepts of Bearing Technology
, 5th ed.,
Taylor & Francis
,
Boca Raton, FL
.
21.
Liu
,
J.
,
Xu
,
Z.
, and
An
,
C.
,
2023
, “
An Analysis of the Load Distribution Characteristics of a Cylindrical Roller Bearing Including the Component Deformation and Waviness
,”
ASME J. Tribol.
,
145
(
2
), p.
021201
.
22.
Chen
,
G.
,
Mao
,
F.
, and
Wang
,
B.
,
2012
, “
Effects of Off-Sized Cylindrical Rollers on the Static Load Distribution in a Cylinder Roller Bearing
,”
Proc. Inst. Mech. Eng. Part J: J. Eng. Tribol.
,
226
(
8
), pp.
687
696
.
23.
Chen
,
G.
,
Wang
,
B.
, and
Mao
,
F.
,
2013
, “
Effects of Raceway Roundness and Roller Diameter Errors on Clearance and Runout of a Cylindrical Roller Bearing
,”
Proc. Inst. Mech. Eng. Part J: J. Eng. Tribol.
,
227
(
3
), pp.
275
285
.
24.
Houpert
,
L.
,
2001
, “
An Engineering Approach to Hertzian Contact Elasticity—Part I
,”
ASME J. Tribol.
,
123
(
3
), pp.
582
588
.
25.
Aschenbrenner
,
A.
,
Schleich
,
B.
,
Tremmel
,
S.
, and
Wartzack
,
S.
,
2020
, “
A Variational Simulation Framework for the Analysis of Load Distribution and Radial Displacement of Cylindrical Roller Bearings
,”
Mech. Mach. Theory
,
147
, p.
103769
.
26.
Nicholas
,
G.
,
Howard
,
T.
,
Long
,
H.
,
Wheals
,
J.
, and
Dwyer-Joyce
,
R. S.
,
2020
, “
Measurement of Roller Load, Load Variation, and Lubrication in a Wind Turbine Gearbox High Speed Shaft Bearing in the Field
,”
Tribol. Int.
,
148
, p.
106322
.
27.
Hou
,
Y.
,
Wang
,
X.
,
Que
,
H.
,
Guo
,
R.
,
Lin
,
X.
,
Jin
,
S.
,
Wu
,
C.
,
Zhou
,
Y.
, and
Liu
,
X.
,
2021
, “
Variation in Contact Load at the Most Loaded Position of the Outer Raceway of a Bearing in High-Speed Train Gearbox
,”
Acta Mech. Sin.
,
37
(
11
), pp.
1685
1697
.
28.
Hou
,
Y.
, and
Wang
,
X.
,
2021
, “
Measurement of Load Distribution in a Cylindrical Roller Bearing With an Instrumented Housing: Finite Element Validation and Experimental Study
,”
Tribol. Int.
,
155
, p.
106785
.
29.
Guo
,
R.
,
Lei
,
X.
,
Zhang
,
D.
,
Liu
,
Z.
,
Wang
,
X.
, and
Wei
,
Y.
,
2018
, “
Case Study: The Effect of Running Distance on the Microstructure and Properties of Railroad Axle Bearings
,”
Wear
,
394–395
, pp.
159
165
.
30.
SKF
,
2018
, “
Rolling Bearings Catalogue
,” 17000 EN, SKF Gr.
31.
Hou
,
Y.
,
Wang
,
X.
,
Yang
,
D.
, and
Xiao
,
Z.
,
2023
, “
A Combined Experimental and Analytical Method to Determine the EHL Friction Force Distribution Between Rollers and Outer Raceway in a Cylindrical Roller Bearing
,”
Friction.
32.
Zhang
,
Y.
,
Cao
,
H.
,
Kovalev
,
A.
, and
Meng
,
Y.
,
2019
, “
Numerical Running-In Method for Modifying Cylindrical Roller Profile Under Mixed Lubrication of Finite Line Contacts
,”
ASME J. Tribol.
,
141
(
4
), p.
041401
.
33.
Lundberg
,
G.
, and
Palmgren
,
A.
,
1947
, “
Dynamic Capacity of Rolling Bearings
,”
Acta Polytech. Scand. Mech. Eng. Ser.
,
3
, pp.
7
24
.
34.
Harris
,
T. A.
, and
Barnsby
,
R. M.
,
2001
, “
Life Ratings for Ball and Roller Bearings
,”
Proc. Inst. Mech. Eng. Part J: J. Eng. Tribol.
,
215
(
6
), pp.
577
595
.
35.
Tomović
,
R.
,
2022
, “
A New Approach for the Load Calculation of the Most-Loaded Rolling Element of the Rolling Bearing With Internal Radial Clearance—A Case Study
,”
Lubricants
,
10
(
11
), p.
306
.
You do not currently have access to this content.